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CIK 0002009646 • 2 13F filings • Apr 14, 2025 – Jul 25, 2025
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Past 2 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $323K | 0.2% | 2,197 SH | |
| ABBVIE INC | COM | $688K | 0.4% | 3,286 SH | |
| ADAM NAT RES FD INC | COM | $340K | 0.2% | 14,896 SH | |
| ADAMS DIVERSIFIED EQUITY FD | COM | $3.4M | 2.1% | 181,270 SH | |
| ALPHABET INC | CAP STK CL A | $282K | 0.2% | 1,824 SH | |
| ALPHABET INC | CAP STK CL C | $629K | 0.4% | 4,025 SH | |
| AMAZON COM INC | COM | $521K | 0.3% | 2,740 SH | |
| AMERICAN CENTY ETF TR | US SML CP VALU | $1.3M | 0.8% | 15,360 SH | |
| AMGEN INC | COM | $209K | 0.1% | 671 SH | |
| AMKOR TECHNOLOGY INC | COM | $267K | 0.2% | 14,800 SH | |
| APPLE INC | COM | $1.4M | 0.9% | 6,423 SH | |
| ARK ETF TR | NEXT GNRTN INTER | $12.2M | 7.6% | 129,397 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $6.0M | 3.8% | 11,298 SH | |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $13.1M | 8.1% | 249,240 SH | |
| BOSTON SCIENTIFIC CORP | COM | $301K | 0.2% | 2,980 SH | |
| BRISTOL-MYERS SQUIBB CO | COM | $222K | 0.1% | 3,648 SH | |
| CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | $1.3M | 0.8% | 58,188 SH | |
| CHEVRON CORP NEW | COM | $297K | 0.2% | 1,775 SH | |
| CHUBB LIMITED | COM | $274K | 0.2% | 906 SH | |
| CISCO SYS INC | COM | $301K | 0.2% | 4,870 SH | |
| DAVIS FUNDAMENTAL ETF TR | SELECT US EQTY | $5.2M | 3.3% | 123,990 SH | |
| ENBRIDGE INC | COM | $242K | 0.2% | 5,464 SH | |
| ETFS GOLD TR | PHYSCL GOLD SHS | $904K | 0.6% | 30,300 SH | |
| EXXON MOBIL CORP | COM | $222K | 0.1% | 1,866 SH | |
| FEDERATED HERMES ETF TRUST | US STRATEGIC DIV | $1.2M | 0.7% | 42,225 SH | |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | $702K | 0.4% | 7,831 SH | |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | $477K | 0.3% | 9,700 SH | |
| FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | $3.5M | 2.2% | 104,972 SH | |
| FIRST TR MID CAP CORE ALPHAD | COM SHS | $2.0M | 1.2% | 18,033 SH | |
| FIRST TR MORNINGSTAR DIVID L | SHS | $966K | 0.6% | 22,227 SH | |
| GILEAD SCIENCES INC | COM | $212K | 0.1% | 1,894 SH | |
| GRACO INC | COM | $200K | 0.1% | 2,397 SH | |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | $364K | 0.2% | 5,580 SH | |
| HONEYWELL INTL INC | COM | $265K | 0.2% | 1,250 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | $1.9M | 1.2% | 20,830 SH | |
| ISHARES TR | 1 3 YR TREAS BD | $258K | 0.2% | 3,122 SH | |
| ISHARES TR | CORE 1 5 YR USD | $296K | 0.2% | 6,115 SH | |
| ISHARES TR | CORE DIV GRWTH | $1.3M | 0.8% | 21,248 SH | |
| ISHARES TR | CORE S&P500 ETF | $436K | 0.3% | 776 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $565K | 0.4% | 6,088 SH | |
| ISHARES TR | S&P 500 VAL ETF | $478K | 0.3% | 2,507 SH | |
| J P MORGAN EXCHANGE TRADED F | ACTIVE VALUE ETF | $2.2M | 1.4% | 34,513 SH | |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $477K | 0.3% | 9,380 SH | |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $630K | 0.4% | 12,417 SH | |
| JOHNSON & JOHNSON | COM | $335K | 0.2% | 2,021 SH | |
| META PLATFORMS INC | CL A | $375K | 0.2% | 650 SH | |
| MICROSOFT CORP | COM | $921K | 0.6% | 2,454 SH | |
| NATIXIS ETF TRUST II | NATIXIS LOOMIS | $869K | 0.5% | 25,025 SH | |
| NETFLIX INC | COM | $201K | 0.1% | 216 SH | |
| NVIDIA CORPORATION | COM | $762K | 0.5% | 7,032 SH | |
| PGIM ETF TR | AAA CLO ETF | $1.2M | 0.7% | 22,995 SH | |
| PHILIP MORRIS INTL INC | COM | $289K | 0.2% | 1,821 SH | |
| PROCTER AND GAMBLE CO | COM | $201K | 0.1% | 1,180 SH | |
| SANOFI | SPONSORED ADR | $221K | 0.1% | 3,982 SH | |
| SIMPLIFY EXCHANGE TRADED FUN | MBS ETF | $4.7M | 2.9% | 94,000 SH | |
| SPDR INDEX SHS FDS | MSCI ACWI EXUS | $2.8M | 1.8% | 95,531 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $1.4M | 0.9% | 2,552 SH | |
| SPDR SER TR | BLOOMBERG 1-3 MO | $426K | 0.3% | 4,645 SH | |
| SPDR SER TR | BLOOMBERG 3-12 M | $1.7M | 1.0% | 16,889 SH | |
| SPDR SER TR | PORTFOLI S&P1500 | $1.3M | 0.8% | 18,900 SH | |
| SPDR SER TR | PORTFOLIO AGRGTE | $1.5M | 0.9% | 57,540 SH | |
| SPDR SER TR | PORTFOLIO S&P500 | $53.5M | 33.4% | 813,233 SH | |
| SPDR SER TR | PRTFLO S&P500 GW | $7.1M | 4.4% | 88,343 SH | |
| SPDR SER TR | PRTFLO S&P500 VL | $4.0M | 2.5% | 78,338 SH | |
| T ROWE PRICE ETF INC | CAP APPRECIATION | $575K | 0.4% | 17,800 SH | |
| TESLA INC | COM | $286K | 0.2% | 1,104 SH | |
| TOTALENERGIES SE | SPONSORED ADS | $253K | 0.2% | 3,913 SH | |
| TRI CONTL CORP | COM | $280K | 0.2% | 9,126 SH | |
| US BANCORP DEL | COM NEW | $220K | 0.1% | 5,203 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $235K | 0.1% | 633 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $496K | 0.3% | 966 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $3.0M | 1.8% | 10,738 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $215K | 0.1% | 1,243 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $484K | 0.3% | 2,495 SH | |
| VERIZON COMMUNICATIONS INC | COM | $269K | 0.2% | 5,933 SH | |
| WISDOMTREE TR | INTL QULTY DIV | $1.5M | 0.9% | 42,550 SH | |
| XCEL ENERGY INC | COM | $292K | 0.2% | 4,129 SH |